Webinars With Industry Experts

Leveraging Technology In Your Firm

Times are tough for independent financial advisors. Client retention and assets under management are down, and while you want to differentiate your firm to gain the many clients being lost by other firms, you also need to keep your expenses low. You can excel in this environment while keeping expenses low by better managing your firm and embracing the right technology solutions.
In this session of the Financial Crisis Webinar Series, Dan Skiles, executive vice president of Shareholders Service Group (SSG) will explain how you can use technology to steamline your firm's processes and better serve clients while using less resources.
Skiles joined SSG this year after spending eight years at Charles Schwab & Co. where he was vice president of adviser technology. Formed in 2002, Shareholders Service Group serves nearly 500 independent registered investment advisers and advisory firms around the country with brokerage services and back office support.




How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.